Becoming a user

Each person who requires access to Archie needs an individual user account. This account provides a user name and password to log in to Archie, which lets you view those resources that all users can see and edit your own record. For more on what users can and cannot do in Archie, see Permissions.   

User accounts are created by Super Users. For a single person this is done under Settings on the person's Properties. Super Users can also create accounts in bulk, by using the selection set.   

To create a user account

  1. From the person’s Properties, choose Settings.

  2. Under User Account, click Create User Account. This option is not available if a user account already exists.

  3. Check that the email address for this recipient is correct.

  4. If you want a copy of the message sent to the recipient, choose your email address from the CC: pull-down list.

  5. If you want to receive any messages the recipient may send in reply to the message, choose your email address from the Reply To: pull-down list.

  6. Click OK.
    The Settings tab now shows under User Account that registration of the account is pending.

An email from Archie with the subject 'Archie Registration' is automatically sent to the recipient for whom the account is being created. The email contains a link to a web page that the user must visit to complete the registration by selecting a user name and password, and agreeing to the system's terms of use.

To create accounts in bulk

  1. Select the persons you wish to create accounts for.

  2. Choose Tools > Create User Accounts.

  3. Review the names and email addresses listed.
    If there are persons without an email address in the selection, you must either:

  4. Select the 'I have verified that all of the email addresses are valid and want to proceed creating user accounts for all of them' box.

  5. Click Create.
    The results are shown.

  6. Click Close.

Forgotten passwords

Users who forget their password can reset it using the Forgot Your Password link on the login page.

However, for security reasons, this function cannot  be used by users with very high permission levels, such as Super Users. Such users must contact a Super User in the entity, or a System Administrator, to have their password reset. When a password is reset, the user should be informed of this temporary password, and asked to change it to a personal one as soon as they log in.

 

See also: Choosing a good password.